Data & Directories


September 21, 2009, 12:01 AM ET

Largest managers of tax-exempt indexed assets
Ranked by total U.S. institutional tax-exempt assets, in millions, under internal indexed management —- enhanced and passive strategies — as of June 30, 2009.
Click column headers to re-sort data.
RankManagerTotal assetsDomestic equity assetsDomestic fixed-income assetsInt'l equity assetsInt'l fixed-income assets
1Barclays Global Investors $617,722$250,749$260,581$105,383$1,009
2State Street Global$520,458$160,039$277,692$79,485$3,242
3Vanguard Group$177,072$126,574$40,602$9,896
4Northern Trust Global Investment$132,401$79,721$29,068$23,613
5Bank of New York Mellon $120,845$77,837$27,608$15,329$71
6TIAA-CREF$59,796$48,991$10,804
7Geode Asset Mgmt.$55,921$49,252$5,450
8Prudential Financial $36,976$17,770$17,133$2,073
9BlackRock$29,200$14,851$7,810$6,539
10T. Rowe Price$17,054$14,785$2,044$225
11PIMCO$16,950$16,073$877
12RhumbLine Advisers$16,570$15,881$689
13Hartford Investment Mgmt. $14,813$2,556$11,975$282
14Goldman Sachs $12,030$7,484$4,060$486
15World Asset Mgmt.$10,960$7,300$1,429$2,231
16Neuberger Berman$10,845$10,845
17Amalgamated Bank $9,052$6,033$3,020
18Baird Advisors$8,044$8,044
19MFC Global Investment Mgmt.$7,146$3,623$3,477$45
20Principal Global Investors$6,779$6,779
21Evergreen Investments$6,501$6,501
22Legg Mason$5,399$5,098
23J.P. Morgan Asset Mgmt.$5,393$5,164$229
24Research Affiliates$5,177$3,943$1,234
25Sage Advisory Services$4,983$4,983
26INTECH Investment Mgmt. $4,462$4,462
27ASB Capital Mgmt. $3,757$3,757
28Charles Schwab$3,733$3,453$110$170
29LSV Asset Mgmt.$3,623$3,591$32
30New York Life Investment Mgmt.$3,353$3,353
31Columbia Mgmt. Advisors $3,275$3,275
32MetLife$3,091$3,091
33First Citizens Capital$2,207$2,207
34Invesco$2,096$2,087$10
35Clifton Group$1,506$456$571
36ING Investment Mgmt.$1,405$1,405
37RidgeWorth Capital Mgmt.$1,385$415$970
38OakBrook Investors $1,295$1,295
39Advantus Capital Mgmt.$937$937
40Babson Capital Mgmt.$894$894
41GE Asset Mgmt.$810$810
42Metropolitan West $776$776
43Golden Capital Mgmt.$687$687
44Victory Capital Mgmt. $437$348$89
45Atlantic Asset Mgmt.$295$295
46Wellington Mgmt.$289$289
47Wells Capital Mgmt.$59$59
48Mutual of America Capital Mgmt.$50$50
Total$1,948,508$964,168$708,605$268,927$4,808

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